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Appointment Management
After you have set up your Appointment Book, schedule appointments and send reminders.
Managing Appointment Books
A default Appointment Book is provided with Pracsoft.
Adding Practitioners to the Appointment Book
The Appointments module has its own built-in list of practitioners, which is separate to the list of Practitioners within your Pracsoft database.

Appointment Management
After you have set up your Appointment Book, schedule appointments and send reminders.
- Scheduling Appointments
  Use Pracsoft to book future appointments and record services provided without an appointment, for example, fit-in appointments for walk-in patients.
- Searching Appointments
  Search for recorded appointments.
- Recalls in Pracsoft
  Patient recalls can be associated to appointments.
- Email Appointment Reminders
  Send emails to patients to remind them about appointments.
- Display SMS Message Status in the Appointment Book
  Display the status of SMS messages to patients and their replies in the Appointment Book.
- Printing Appointments
  Print patient appointments.
- Managing Appointment Books
  A default Appointment Book is provided with Pracsoft.
  - Adding Practitioners to the Appointment Book
    The Appointments module has its own built-in list of practitioners, which is separate to the list of Practitioners within your Pracsoft database.
    - Synchronising Practitioners in the Appointment Book
      Copy practitioners from Pracsoft to the Appointments module.
    - Manually Add a Practitioner to the Appointment Book
      Manually add a practitioner to the Appointment Book
    - Enabling Practitioners in the Appointment Book
      Make practitioners available for scheduling appointments in an Appointment Book.
    - Deactivating Practitioners in the Appointment Book
      For a given appointment book, indicate that a specific practitioner has become inactive.
  - Appointment Details
    View the details of an appointment.
  - Appointment Permissions
    Configure appointment permissions for each user.
  - Appointment Sessions Types
    Use appointment session types to build session plans showing times when appointments can be scheduled for each practitioner.
  - Appointment Status
    Coloured text shows the status of a patient's appointment in the Appointment Book.
  - Appointment Types
    Appointment types define some of the details for patient appointments at your practice.
  - Add Appointment Books
    Create a new Appointment Book.
  - Activate or Inactivate an Appointment Book
    Activate or inactivate an Appointment Book.
  - Apply Updated Options to Appointments
    After changing Appointment Book options, apply those changes to existing appointments.
- Appointment Book Reference

Adding Practitioners to the Appointment Book

The Appointments module has its own built-in list of practitioners, which is separate to the list of Practitioners within your Pracsoft database.

Before you can select a practitioner within the Appointment Book to schedule appointments for, you must first add them to the Appointments module. Pracsoft does not automatically populate the Appointments module with practitioners from your Pracsoft database.

There are two methods for adding practitioners to the Appointments module:

By manually adding a practitioner to the list of practitioners available to the Appointments module.
By synchronising the Appointments module with the Pracsoft database. This method copies all practitioners from the Pracsoft database to the list of practitioners available to the Appointments module. This method ensures that any practitioners you had added to the Appointments module manually will be synchronised (associated) with those in your Pracsoft database.
Note:
Synchronisation is one-way. Practitioners are copied from Pracsoft to the Appointments module, but not vice-versa.

If you manually create a practitioner and do not synchronise them with Pracsoft, and a matching practitioner isn't found in the database, patients you appoint to these practitioners may not be visible in the Waiting Room. Therefore, if you create a practitioner manually in the Appointment module, you must add them to Pracsoft, and then perform a synchronisation.